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Best Practices in
Monitoring and Evaluation of
FMOH-Wide Performance
Implementing Best Practices in ME
CBS/GDHPD
Khartoum, Sudan
September 9, 2004
Why evaluate? why monitor?
 To enable FMOH departments & programs
to make data-based decisions
 To continually improve systems and
performance
Learning objectives
By the end of the session, we will…
 Understand the concepts of monitoring
and evaluation
 Understand how to design a monitoring
and evaluation plan
 Be introduced to the best practices in
monitoring and evaluation of a given
department/program
What is evaluation?
 Evaluation is the application of rational
/research techniques to improve the ways
dept/programs are conducted, from the
earliest stages of design through
development and implementation
 Evaluation includes monitoring and impact
assessment
 Monitoring determines how well the planned
activity is carried out at different levels and
tracks change that occurs over time
 Impact assessment measures the extent to
which the change can be attributed to the
program intervention (cause and effect)
What is monitoring?
What is a M&E plan?
It is a tool that utilizes simple data
collection and analysis methods and
techniques to encourage the use of data
at all levels for continuous program
improvement
How do we develop a M&E plan?
Brainstorming session
 Participants develop a list of steps to design
a monitoring and evaluation plan for a
priority area (e.g. to improve managerial
performance and/or the quality of healthcare
services
 Participants also brainstorm on “do’s and
don’ts” for each step
Step one
 Construct a M&E ownership (department
focal point, task force, team, working
group) to ensure participation of all
stakeholders
Step two
 Review/revise/update dept/program
priorities, results framework, strategic and
implementation plans
 The M&E plan is an integral element of a
dept/program’s and FMOH overall strategy
and should flow directly from the strategy
Step three
 Develop/revise/update dept/program’s
performance measures (realistic
indicators) in accordance with the strategic
plan
 Limit the number of performance
indicators to the most essential
Step four
 Identify data resources and data collection
methods and techniques
 Make maximum use of the existing data
rather than collecting new data
Step five
Construct the M&E cycle and implement!
1. Set M&E priorities
2. Develop M&E methods
3. Develop M&E plan
---------------------------------
4. Collect/analyze data
5. Set/review realistic targets (thresholds/benchmarks)
6. Develop action plans /workplans
7. Implement
8. Go back to # 4
An illustrative M&E Roadmap
Set PrioritiesSet Priorities
Develop Results FrameworkDevelop Results Framework
Develop M&E Plan and IndicatorsDevelop M&E Plan and Indicators
Collect DataCollect Data
Monitor/Re-
Evaluate
Monitor/Re-
Evaluate
Analyze DataAnalyze Data
Re-Design
Workplans
Re-Design
Workplans
Set Targets
(Thresholds)
Set Targets
(Thresholds)
Reflection
 M&E is a program asset, not a burden
 Own your M&E plan and use it for
continuous program improvement
What is Standard ?
Norm/Guideline/Protocol
 Agreed upon statement on
expectation of best performance or
practice
 Example: Licensed MD is available at
the ED 24/7
What is Threshold (Benchmark)?
 Acceptable (trigger) point of best
performance or practice in quantitative
figure (%)
 Example: 85% TB Cure Rate
(WHO/DOTS Recommended
What is Indicator?
 An indicator is a measure that offers
evidence about a status or condition. It
answers the question: “What can we see
that tells us something is true”
Examples of Indicator
 Number % of TB patients diagnosed and
completely cured in 2003
 Number % of staff members did not attend
CBS in August
 Number of departments fully implemented
plans for Q3
 Compliance rate of ARI protocol

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Monitoring evaluation best practices (2004)

  • 1. Best Practices in Monitoring and Evaluation of FMOH-Wide Performance Implementing Best Practices in ME CBS/GDHPD Khartoum, Sudan September 9, 2004
  • 2. Why evaluate? why monitor?  To enable FMOH departments & programs to make data-based decisions  To continually improve systems and performance
  • 3. Learning objectives By the end of the session, we will…  Understand the concepts of monitoring and evaluation  Understand how to design a monitoring and evaluation plan  Be introduced to the best practices in monitoring and evaluation of a given department/program
  • 4. What is evaluation?  Evaluation is the application of rational /research techniques to improve the ways dept/programs are conducted, from the earliest stages of design through development and implementation
  • 5.  Evaluation includes monitoring and impact assessment  Monitoring determines how well the planned activity is carried out at different levels and tracks change that occurs over time  Impact assessment measures the extent to which the change can be attributed to the program intervention (cause and effect) What is monitoring?
  • 6. What is a M&E plan? It is a tool that utilizes simple data collection and analysis methods and techniques to encourage the use of data at all levels for continuous program improvement
  • 7. How do we develop a M&E plan? Brainstorming session  Participants develop a list of steps to design a monitoring and evaluation plan for a priority area (e.g. to improve managerial performance and/or the quality of healthcare services  Participants also brainstorm on “do’s and don’ts” for each step
  • 8. Step one  Construct a M&E ownership (department focal point, task force, team, working group) to ensure participation of all stakeholders
  • 9. Step two  Review/revise/update dept/program priorities, results framework, strategic and implementation plans  The M&E plan is an integral element of a dept/program’s and FMOH overall strategy and should flow directly from the strategy
  • 10. Step three  Develop/revise/update dept/program’s performance measures (realistic indicators) in accordance with the strategic plan  Limit the number of performance indicators to the most essential
  • 11. Step four  Identify data resources and data collection methods and techniques  Make maximum use of the existing data rather than collecting new data
  • 12. Step five Construct the M&E cycle and implement! 1. Set M&E priorities 2. Develop M&E methods 3. Develop M&E plan --------------------------------- 4. Collect/analyze data 5. Set/review realistic targets (thresholds/benchmarks) 6. Develop action plans /workplans 7. Implement 8. Go back to # 4
  • 13. An illustrative M&E Roadmap Set PrioritiesSet Priorities Develop Results FrameworkDevelop Results Framework Develop M&E Plan and IndicatorsDevelop M&E Plan and Indicators Collect DataCollect Data Monitor/Re- Evaluate Monitor/Re- Evaluate Analyze DataAnalyze Data Re-Design Workplans Re-Design Workplans Set Targets (Thresholds) Set Targets (Thresholds)
  • 14. Reflection  M&E is a program asset, not a burden  Own your M&E plan and use it for continuous program improvement
  • 15. What is Standard ? Norm/Guideline/Protocol  Agreed upon statement on expectation of best performance or practice  Example: Licensed MD is available at the ED 24/7
  • 16. What is Threshold (Benchmark)?  Acceptable (trigger) point of best performance or practice in quantitative figure (%)  Example: 85% TB Cure Rate (WHO/DOTS Recommended
  • 17. What is Indicator?  An indicator is a measure that offers evidence about a status or condition. It answers the question: “What can we see that tells us something is true”
  • 18. Examples of Indicator  Number % of TB patients diagnosed and completely cured in 2003  Number % of staff members did not attend CBS in August  Number of departments fully implemented plans for Q3  Compliance rate of ARI protocol